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Sentiment · FY2027 Q2
As of FY2027 Q1, the Tellvest earnings-call sentiment score for Walmart Inc. (WMT) is 6/10.
Walmart delivered 7.3% reported revenue growth (5.7% constant currency) in FY2027-Q1, exceeding the top end of guidance by 120 basis points, with transaction growth the strongest in six quarters and eCommerce up 26% globally. Higher-margin businesses continued to scale with advertising up 37%, membership fees up 17%, and U.S. marketplace sales growing nearly 50%, collectively representing about one-third of operating income. Operating income growth of approximately 5% was tempered by $175 million in higher-than-planned fuel costs across distribution and fulfillment operations. Management reiterated full-year guidance of 3.5-4.5% constant currency sales growth and 6-8% operating income growth, expecting profitability to accelerate in Q2 and the second half.
Scored from Walmart Inc.’s FY2027 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $169.59B | +5.5% | $0.57 | +919.7% | 4.0% | 2.7% | $372M |
| FY2025 Q4 | $180.55B | +4.1% | $0.65 | -4.4% | 4.4% | 2.9% | $6.44B |
| FY2026 Q1 | $165.61B | +2.5% | $0.56 | -11.1% | 4.3% | 2.7% | $425M |
| FY2026 Q2 | $177.40B | +4.8% | $0.88 | +57.1% | 4.1% | 4.0% | $6.52B |
| FY2026 Q3 | $179.50B | +5.8% | $0.77 | +35.1% | 3.7% | 3.4% | $1.88B |
| FY2026 Q4 | $190.66B | +5.6% | $0.53 | -18.5% | 4.6% | 2.2% | $6.10B |
| FY2027 Q1 | $177.75B | +7.3% | $0.67 | +19.6% | 4.2% | 3.0% | $-1.95B |
| FY2027 Q2 | $187.94B | +5.9% | $0.80 | -9.1% | 5.0% | 3.4% | $7.47B |